need to know Podcasts
Need to Know is the weekly investment podcast exclusive for Coutts clients.
Each week we chat to senior members of Coutts Asset management team to find out what you need to know for the week ahead.
23 may 2023
The case for equities in a higher interest rate environment, why investors are bullish Japanese stocks and key data we’re watching this week.
16 may 2023
Sarah Muir and Alan Higgins discuss recent US CPI, ongoing debt ceiling negotiations and the impact of geopolitical shocks on markets.
12 may 2023
Investment scams special with Jamie Bartlett, the man behind the BBC’s hit podcast series The Missing Crypto Queen. Jamie talks about the three psychological tricks scammers play on potential investors.
10 may 2023
Ben Allen sitting in for Sarah Muir this week. Ben and Alan consider ongoing US debt ceiling negotiations and the impact if an agreement can’t be reached. Plus expectations for the latest US CPI report and thoughts on the launch of Ireland’s very own sovereign wealth fund.
3 may 2023
As the Bank of Japan’s new governor Kazuo Ueda settles into his role, Sarah Muir, James Hawkes and Alan Higgins focus on the BoJ’s yield curve control policy, what to expect from Ueda and how policy changes may impact global markets.
25 april 2023
US earnings season take centre stage with a focus on how banks have done following Q1’s banking sector stress, the resilience of the US consumer and why markets are good at discounting negative news.
18 april 2023
US corporate earnings surprise to the upside, the latest Global Fund Managers’ survey from Bank of America and positive economic news from China.
12 april 2023
The latest US data and what it tells us about inflation, Bitcoin bounces back and how emotions impact investors’ returns.
03 april 2023
A look ahead to Good Friday’s US jobs report, UK GDP for 2022 gets revised up and a lone bullish voice in a forest of bears.
27 March 2023
Thoughts on last week’s mini banking crisis and the impact on Fed policy going forward. The tactically bearish case for equities.
21 March 2023 - bonus
Sarah Muir and Irene Wolstenholme from Coutts Wealth Structuring look at the key takeaways from last week’s budget, including changes to pensions, corporation tax and fiscal drag.
20 March 2023
Sarah Muir and Alan Higgins reflect on US CPI, this week’s central bank meetings and thoughts on the latest news on Credit Suisse.
13 March 2023
Sarah Muir and Alan Higgins look at the collapse of Silicon Valley Bank and how it may impact markets and US Federal Reserve Policy.
7 March 2023
It’s a big week for events in the US with Jerome Powell testifying to Congress and the latest US jobs report. Plus what lies behind the decision by UK companies top list in the US and a look at private debt league tables.
28 February 2023
In this week’s episode Sarah Muir and Alan Higgins look at the latest super-hot US inflation data, Warren Buffett on share buy backs and who are the league leaders for household and government debt and why the UK might not be as bad as you think.
21 February 2023
The importance of challenging orthodox economic thinking
From yield curves and bond yields as a recession predictor to why central banks fixate on 2% inflation. Plus, one year on from the invasion of Ukraine, the impact geopolitical events have on markets.
In this week’s bonus special episode Sarah Muir and Alex Liddle look at the war in Ukraine, how we got to where we are now, the prospects for a Spring offensive and how a resolution to the conflict might be established.
15 February 2023
Sarah Muir and Coutts multi-asset strategist David Broomfield unpack Tuesday’s US CPI report – what lies behind the stickier elements to inflation, market reaction and what the latest number tell us about future Fed policy.
7 February 2023
Alan Higgins and Sarah Muir discuss Groundhog day for the Fed, Last Friday’s surprisingly hot US non-farm payroll report. Plus Adani and the power of short sellers.
31 January 2023
Sarah Muir and Alan Higgins discuss the so-called January effect on markets, this week’s central bank meetings and why it’s all about the guidance. And last but not least Elon Musk’s Twitter debt.
Sarah Muir caught up with Coutts multi-asset strategist, David Broomfield to discuss Bank of Japan’s yield curve control policy and why a shift in policy could have a profound impact on global markets.
24 January 2023
Alan Higgins and Sarah Muir discuss what the UK gets right and wrong, market surges and value stocks vs growth stocks.
17 January 2023
Howard Sparks and Alan Higgins join Sarah Muir to discuss US earnings season – why it’s so important, what we’ve learnt so far what to expect from upcoming reports.
10 January 2023
Monique Wong joins Sarah Muir to discuss the macro outlook and investment opportunities for 2023. Plus how might China reopening impact inflation?
3 January 2023
Kicking off the new year with a look at the three key themes that dominated 2022 and look set to dominate 2023 – the probability of recession, plus the outlook for equities and bonds.